Compared with DeFi, why is it said that NFT is the "hidden line" of investment in 2020?
加密彼得
2020-09-15 06:08
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2020 is about to enter the fourth quarter, and there will be waves of blockchain hotspots. It is the biggest emotion to not keep up with iterations!

2020 is about to enter the fourth quarter. Looking back at the blockchain hotspots this year, from the exchange leverage at the beginning of the year to the current Defi, wave after wave, the wind direction is switching faster and faster. Many people are helpless, so they lament that they cannot keep up with the iteration , When I figured it out, I didn’t dare to get in my car anymore. These hot spots have strung together the “distinct lines” of the 2020 industry trend.

In contrast, this year there is actually a "hidden line" - non-homogeneous token NFT. For investors, NFT is extremely popular in the "small circle", the "middle circle" seems to have heard of it, and the "big circle" doesn't care at all, because they are busy chasing hot spots.

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Circle breaker

The blockchain industry has been trapped in the "inner circle", and the market and user scale have grown, but compared with the Internet industry back then, it is not worth mentioning. No matter which direction, the incremental part that was finally expanded was quickly besieged by wolves. A "little old tree" industry that doesn't grow up can't lead everyone to the pinnacle of life.

Breaking the circle is the only way to go, the core question is where to break it?

NFT has become an excellent choice. The leading NFT player WAX blockchain has recently announced a series of future cooperation plans, among which partners include technology giant Microsoft, TOPPS, which specializes in collectible cards such as football stars, Japanese CAPCOM, which owns the well-known game IP Street Fighter, and Atari ( Atari) and Nifty Wizards. It can be seen from this list of company names that through the medium of NFT, enterprises in the fields of technology and games have been successfully grafted into the blockchain industry, which is not in violation of harmony and is popular.

secondary title

IP activation

The emergence of any new technology will go through the Gartner technology maturity curve, as shown in the figure below:

NFT, as a multi-industry combined application technology, will also go through this cycle process. Looking back at the development of NFT, starting from CryptoKitties, it first cut into the development game. Each cat is a unique NFT that can be traded between players. This brand-new gameplay quickly aroused curiosity-driven crowds. After a wave of growth, it fell back and never made a comeback.

If NFT is a long-distance running track, then why did CryptoKitties not rebound after entering the peak and falling to the low point? What's the problem?

A gameplay without IP support is like a lack of soul. CryptoKitties has verified the characteristics of NFT, but without strong IP support, the audience is limited and stickiness is extremely lacking, so it is unsustainable. The successful model at this stage is IP-based NFT. This direction is "high temperature" in terms of breaking circles, popularity, and transactions.

August 2020

August 2020

  • KOGs series: KOGs (Keys to Other Games, keys to other games) is inspired by the POGs that were popular all over the world in the 1990s. This collection of NFTs can be used in a variety of games. A total of 11,785 digital card packs have been issued, containing 150,000 cards NFT digital card, sold out within 3 hours.

  • Topps GPK Crash Gordon "Surprise" series: During the live broadcast of the Topps DigiCon online exhibition, Topps sold 5,000 Crash Gordon digital card packs without notice, and they were sold out before the live broadcast ended. This collection is extremely rare, with only 25,000 NFT digital cards, making it the rarest GPK collection currently on the WAX ​​Blockchain.

  • Blockchain Heroes series: This series issued a total of 12,500 digital card packs, containing 125,000 NFT digital cards, which sold out in seconds. The protagonists of these cards are all well-known people from the blockchain industry, a bit like the blockchain poker back then, and the card graphics were originally designed by The Bad Crypto Podcast team.

July 2020

  • Topps "Singular GPK"(GPK Goes Exotic) series: The content of the second series of cards issued by Topps is based on real events in 2020. There are a total of 20,000 digital card packs, including 240,000 NFT digital cards, which were sold out in 1 hour.

  • The William Shatner series: William Shatner, the famous Hollywood actor who played James Kirk, captain of the starship Enterprise in Star Trek, has been in the film industry for 60 years and has played many roles. Very popular, a household name in the United States. The content of the NFT cards issued on WAX this time is William Shatner's private collection of photos that have never been exposed before. There are a total of 10,000 digital card packs, containing 135,000 NFT digital cards, and they will be sold out within 9 minutes! The fan economy is perfectly injected into NFT. This series of cards has also developed new ways of playing, such as: specific cards can be exchanged for signed souvenirs, virtual to physical conversion, puzzle cards integrated with random mechanisms, and it is more valuable to collect three cards.

May 2020

  • secondary title

active trading

Judging from the WAX ​​blockchain data that has begun to take shape and focuses on NFT issuance, the circulation of each IP series is more than 100,000 NFTs, and the current total sales exceed 750,000 NFTs. These data represent the awakening of fans who have accumulated IP force.

epilogue

  • Myth.Market:$806,005

  • Collectables.io: $193,546

  • AtomicHub.io: $611,421

  • SimpleMarket.io: $99,216

epilogue

When NFT encounters IP, a single-point breakthrough, and the completion of local population education, there will be a spillover effect. After the standard rules are set, NFT can be used as a symbol of ownership of physical items, such as: real estate, cars, stocks, art paintings, etc.

However, the current NFT ecology is still very early, and each blockchain is developing its own NFT protocol. Among the many NFT protocols, no single monopoly effect has yet been formed. In a fast-paced way, it breaks out in a specific market.

NFT may not rise as fast as leverage and Defi, but its advantages are extension and vitality, as well as stable user support behind it. This is the value and imagination contained in the "hidden line" of investment in 2020.

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